David Ladeira

David believes that smart decisions today build confident tomorrows—and he’s been helping people make those decisions since 2009.

For him, financial planning isn’t just about numbers; it’s about people. Behind every financial goal is a personal story. Whether you’re building wealth, planning for retirement, or navigating life’s transitions, David’s focus is on making the complex feel simple.

Clients often tell him they value his clear, jargon-free explanations. He also likes to keep things approachable—because while financial planning can be serious, it doesn’t need to feel overwhelming. His approach is built on long-term relationships, blending structure and strategy with flexibility and empathy. Life changes, and your financial plan should evolve with it.

David graduated from the University of Wollongong with a Bachelor of Commerce in 2004 and earned his Certified Financial Planner (CFP) designation in 2012.

Outside the office, he enjoys time with his wife and son, reading, camping, and settling in with a good TV series or movie.